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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: In a question from Gord yesterday you suggested INO.UN as REIT that would provide investment in Germany and France. It is a small cap with a very high yield which leads me to request your assessment on the risk assessment of this company. Is the company higher risk, given it's small size and investment in Europe. Also, how safe is the dividend at it's current lofty level?
Read Answer Asked by Dennis on September 19, 2019
Q: hi,
I hold these 4 REIT's in my RRIF. Do you have any suggestions for replacing DRG?
Thanks, Bryn
Read Answer Asked by david on September 18, 2019
Q: Artis Real Estate Investment Trust AX.UN
Please clarify the situation on Artis REIT. The first sentence of Marcel’s question on Sep 9 read “Artis is going thru the process of selling all its properties to wrap up its business.” Info from Artis website states “In November 2018, Artis announced its intention to sell between $800.0 million to $1.0 billion of non-core assets over the following three years.” Is Artis just selling non-core assets and continuing the business? If so, does your answer change?
Thank you.
Read Answer Asked by Nadine on September 13, 2019
Q: Portfolio Analytics categorizes Sienna Senior Living as Health Care and Northwest Healthcare Properties as Real Estate (I get that it's because it's a REIT). A couple of questions:
1) Does it make sense to consider NWH.UN as being in the Health Care sector?
2) In general, does it make sense to override the sector a stock is allocated in cases like this?
3) Have you thought of adding a column to your database to allow users to do this? Using an extra column rather than overriding the Sector provided by Portfolio Analytics would give the user access to both values.
4) Same questions for Geography (see my previous question).

Thanks
Peter
Read Answer Asked by Peter on September 13, 2019
Q: I wrote to you on Thursday, asking if you could recommend a couple of ETFs holding Chinese companies, one US and one CAD. I have not yet heard back from you. I also wonder if you could recommend one or two CAD REITs. I have none in my portfolio. Something that will continue to do well in a down economy is my preference.
Thank you.

I notice that when I wrote on Thursday, it said I had 65 questions, and now I have 64. But since my question was not answered, or at least, I was not notified that it was answered, this seems a bit odd.
Read Answer Asked by Elizabeth on September 11, 2019
Q: Hi 5i .. i hold these REITs currently: Bpy.un (1.5% of my portfolio), car.un (3%), chp.un (2%), crt.un (1.5%), iip.un (1.7%) ... to simplify things, and diversify further, would it make sense to sell these and just buy an etf like VRE or ZRE? (for a 60 yr old div investor .. which is preferable?) ... or, is the status quo the way to go? thx!
Read Answer Asked by Patrik on September 10, 2019
Q: hello 5i .. I have the following REITs (and % of my portfolio): BPY.un (1.5%), CAR.UN (3%), CHP.Un (2%), CRT.UN (1.5%), IIP.UN (1.7%), .. for a 60-yr-old dividend investor, does it make any sense to simply life by selling these and buying an ETF like XRE or VRE? ... or is the status quo the way to go? thanks!
Read Answer Asked by Patrik on September 09, 2019
Q: I see the value of that stock always going down. I would have thought that they would benefit from a lower yield like the REITs, but it doesn't seem to be the case. Could you give me your opinion on this stock and what could happen to it if the Fed continue to lower the yield? Should I continue to hold expecting an improvement or accept a big loss and sell it now?

Thanks
Read Answer Asked by Michel on September 09, 2019
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